Greta
Level 9
04-25-2021
07:49 AM
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I have been so much more productive not seeing clients in person. They look at it as a social hour to catch up on life, and I do like most of them, just am too short of time to offer companionship or commiserate with a recent health issue or even tragedy. I intend to continue this more efficient method next year: "Drop off your tax data, organized, any time M-F, 10-4 "(I shortened my hours from 9-5), and I follow up by phone or email. No need to make appointments. I now need minimal staff help.